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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,331 | $101,618-46.5% | $93,063-41.6% | $137,256-60.4% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 17.67% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $87 | $2,707-96.8% | $2,476-96.5% | $4,156-97.9% |
| Participant deferral / active EE | $913 | $4,279-78.7% | $3,958-76.9% | $6,407-85.7% |
| Admin fee / account holder | $3,680 | $6,198-40.6% | $6,033-39.0% | $12,270-70.0% |